Institutional Ownership Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
813
shares
|
$77,909
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
800
shares
|
$76,664
0.01% of portfolio
|
Q4 2021
Reduced 11.11%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
798
shares
|
$76,472
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
725
shares
|
$69,476
0.0% of portfolio
|
Q4 2024
Reduced 43.27%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
724
shares
|
$69,380
0.05% of portfolio
|
Q1 2025
Reduced 29.02%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
619
shares
|
$59,318
0.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
601
shares
|
$57,593
0.01% of portfolio
|
Q1 2023
Reduced 19.76%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
467
shares
|
$44,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
467
shares
|
$44,752
0.01% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
445
shares
|
$42,644
0.02% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
430
shares
|
$41,206
0.01% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
425
shares
|
$40,727
0.13% of portfolio
|
Q1 2025
Added 320.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
358
shares
|
$34,307
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
345
shares
|
$33,061
0.0% of portfolio
|
Q4 2021
Reduced 44.35%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
330
shares
|
$31,623
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
300
shares
|
$28,749
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
294
shares
|
$28,174
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
260
shares
|
$24,915
0.0% of portfolio
|
Q1 2025
Reduced 86.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
252
shares
|
$24,149
0.0% of portfolio
|
Q2 2022
Reduced 27.17%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
243
shares
|
$23,286
0.01% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
240
shares
|
$22,999
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
235
shares
|
$22,520
0.02% of portfolio
|
Q1 2025
Added 1578.57%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
233
shares
|
$22,328
0.0% of portfolio
|
Q1 2025
Reduced 37.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
229
shares
|
$21,945
0.0% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
213
shares
|
$20,411
0.02% of portfolio
|
Q1 2025
New holding
|